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I am so excited to have this new onboarding experience live for your Softr applications. This is a professional way to onboard your users without adding more fields at sign up to add friction to that sign up process.
Now we have just name and email for sign up, but then we go to the onboarding page where we can collect more information. The onboarding page can be used in three different ways.
First, we can use it to complete a user profile. This allows us to collect your location, profile image, and other relevant details after you have already signed up.
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While setting up these fields manually is a great way to start, you can also use the AI co-builder to generate your initial user profile and onboarding screens by simply describing what data you need to collect.
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The second way is to use it to add a new record. For example, we could allow the user to sign up and then immediately create a company that is associated with that user.
Third, we can display information on this onboarding page. If you want to add static blocks or text showing the user what they can expect by signing up to the application, this is a good way to do that.
The onboarding experience is very versatile and you can build it for whatever is the best way for your app and your users to get started. Let me show you how to get up and running.
The onboarding page is accessed through utility pages. You can see that right now I have two different pages, one for a basic onboarding flow and another for creating a new company.
In the basic flow, I am asking users to add their city and location after they sign up. In the other use case, we are using the add new record feature to let them create a company.
If you go into users and then authentication, you can access your onboarding flows. You can also access page rules generally through the interface menu and control your flows there.
Right now we have two different user groups. One is where the location is missing on the user table, so we want them to go to the onboarding flow to fill out that information during their first login session.
This works in hindsight too. If a user is already signed up, the next time they log in, they will be automatically redirected to the onboarding flow to fill out the required information.
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To manage this user data effectively, Softr Databases provides a native way to store and link these records directly within Softr for the fastest setup and performance.
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When signing up for the first time, we can choose where the users go and create multiple flows. If you want more flows, you can simply duplicate the page and create a new flow type.
Once you are in the flow, you will see it is very similar to our conditional forms experience. You can see the flow type here and see that it is linked to a table.
In this case, it is linked to the user table because we are completing the profile. But if we were going to add a new record, we could select the data source and the specific table, like a company table.
We can also include a hidden field to send in the related user. We can use the logged-in user's record ID to link the new company record to the person who just signed up.
In the database, we would set the company owner as a linked related record for the user table. This allows us to pull in the owner's name and email automatically.
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If you need to trigger external actions once this onboarding is complete, Softr Workflows can handle the logic natively, reducing the need for outside automation tools.
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You can also add logic if you want to collect information that is conditionally based. Similar to conditional forms, you can choose the destination and success messages they see upon completion.
Options include showing a success message, sending them to a specific page or a details block, or even opening different endings depending on how they answered the form.
In the users table, you can see the onboarding status for each person and whether they have completed the experience. You can even manually mark someone as having skipped the process.
You are in full control with the ability to see all your users, create user groups, and send them dynamically to the pages you want. Softr gives you the flexibility to manage a professional onboarding experience.
